Bethany Cloud-Letourneau Email & Phone Number

Lehi, Ut, Us

Lehi, Ut, Us

Lehi, Utah, United States

Provide direct support to EVP of Product and R&D and light support to 9 Directors on the leadership team. Strategic thought partner to the EVP with a focus on Product and R&D operations and long-term business goals planning. • Heavy calendar management, team communications and booking travel. • Identify areas to optimize EVP’s time and make recommendations regarding time management, prioritization, and business needs. • Attend leadership meetings, track agendas, capture action items and follow up on progress. • Handle expenses, working with legal department for NDAs, contract approval, and various other tooling as needed with careful attention to internal policy. • Prepare and build content slides for EVP. Morale ambassador, empathic with EQ, promoting the company's values and improving associates’ experience with innovative and thoughtful approaches.• Organize monthly and quarterly meetings, team offsites, and Scientific Advisory Board. • Handle large-scale planning of the annual Product Summit, partnering with cross-functional teams.• Conduct product qualitative focus groups and present findings to cross-functional teams.

Utah Regional Tax Consultant - Sales & Relationship Management for CEO:Savvy sales wingman to the CEO assisting with a book of 2000+ clients, managing calendar, correspondence, proposals, and contracts. Proactively engaging with clients, ensuring processes are efficient throughout the sales process. • Sales pipeline project manager communicating deliverables across departments to ensure milestones are met. • Special projects lead coordinating sponsorship events and conferences, creating graphic artwork, authoring marketing materials, and managing social media accounts.• Sales Advocate: Phase I client engagement, cross-sales, and re-engagements. • Set up and attend meetings with potential clients and evaluate needs and opportunities.• Prepare and deliver appropriate presentations on products/ services.• Develop leads and harness Salesforce to develop leads from virtual/in-person events and organic leads.• Manage sales funnel and prepare reports and proposals.• Business Partner Advocate: communicating, providing opportunity status updates and setting up virtual and in-person events/training/webinars for CPAs.

Salt Lake City Metropolitan Area

Innovative event planner assisting clients in Utah and California. Creative-minded, adept at turning a vision into reality. Experienced in corporate events, product launches, conferences, seminars, annual general meetings, shareholder briefings, employee and industry award ceremonies, as well as social events birthdays, retirement, weddings, and baptisms. • Overseeing all aspects of event planning, defining objectives, creating themes, and selecting vendors and contracts. • Adept at setting deadlines, monitoring and summarizing progress, expense tracking, and budget analysis.